Step One – Configure Groups

•    Upon launching Socialibrium, you will be presented with a blank dashboard.
•    Select  the “Add Group" shortcut
•    Select the “Group Name” field
•    Select the empty field and type your desired group name (e.g. Clients)
•    Select “Done”

Step Two – Set Preferences per Group

•    Select the first communication channel (i.e. “Call”)
•    Set the frequency you would like to call members of this group
•    Select the “Notice” tab at the bottom
•    Set the period in advance you would like to be reminded (the default value is one day)
•    Select “Save”
•    Repeat for “Email”, “SMS”, and “Meetings”

Step Three – Add Users to Group

•    Select the “Contacts” field
•    Select the “+” to add contacts
•    Select the contacts you would like included in this group
•    Click “Add”
•    Return to “Add Group”
•    Click “Save”

Repeat Steps One through Three until your desired number of groups have been configured.

For further support, please email support@socialibrium.com

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